Join us for a training with Colby Cox from Global America Financial Brokerage to get the latest information on the Life and Annuity industry. This training will cover: Life and Annuity industry updates DOL fiduciary rule Supreme Court Decision: Connelly vs. US Carrier updates Sales concepts for AEP And more! Details: Date: November 13, 2024 […]
Join Us for a Wellcare Halftime Huddle Join us on November 13 for a mid AEP season huddle with Wellcare. This will be a great chance to ask any questions you have regarding Wellcare & AEP. Details: Date: Wednesday, November 13, 2024 Time: 4:00 p.m. - 6:00 p.m. Location: PTT Financial Office Food: Taquiza, snack […]
If you are a new agent, or an existing agent wanting to brush up on your knowledge, please join us for Medicare 101 Trainings. These trainings will help new agents gain insightful information to sell more Medicare. You must bring you Medicare & You book to the trainings. December 2 Training Details: Date: December 2, […]
ACA 101: ACA Basics Date: Friday, December 6 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Topics: What is ACA Defining Advanced Premium Tax Credits & Cost Sharing Reduction Enrollment Periods Who Qualifies Open Discussion REGISTER HERE >
If you are a new agent, or an existing agent wanting to brush up on your knowledge, please join us for Medicare 101 Trainings. These trainings will help new agents gain insightful information to sell more Medicare. You must bring you Medicare & You book to the trainings. December 2 Training Details: Date: December 9, […]
You and a guest are invited to join us for a Merry Thanksgiving Holiday Dinner! There will be food, music and raffles! Details are below. Details: Date: December 9, 2024 Time: 6:00 - 10:00 p.m. Location: Oak Hill Event Center - 1780 US 77, San Benito, TX 78586 RSVP HERE >
ACA 101: Diving Deep Date: Friday, December 13 Time: 9 am - 12 pm Location: PTT Office Food: Breakfast Topics: Income Immigration Taxes HealthSherpa Compliance Open Discussion REGISTER HERE >
You are invited to attend our upcoming Life/Health Insurance License Prep Class Saturday, December 14 and Sunday, December 15, presented by the Texas Insurance Training Academy. This course covers each section of the Texas General Lines Life & Health exam. We will cover underwriting, completing the application, types of life and health policies along with […]
UHC 2025 Part D Virtual Training (English) Date: January 10, 2025 Time: 9:00 - 9:45 a.m. Location: Virtual Topics: 2025 Part D Program; Part D changes; payment breakdown examples; drug cost estimator; M3P-Who is eligible & how to access it. REGISTER HERE >
UHC 2025 Part D Virtual Training (Spanish) Date: January 10, 2025 Time: 10:00 - 10:45 a.m. Location: Virtual Topics: 2025 Part D Program; Part D changes; payment breakdown examples; drug cost estimator; M3P-Who is eligible & how to access it. REGISTER HERE >